This article explains two ways to access an Enrollee's class schedule: Primary Account Holders can view enrollments from the Customer Portal, and Admin users can print or export a schedule from the Enrollees Table.
Before You Begin
You'll need Admin access to print or export from the Enrollees Table. Primary Account Holders can only view schedules from the Customer Portal.
For Primary Account Holders (Customer Portal View
Sign in to the Customer Portal and go to My Account. Each enrollment is listed under the Enrollee's name. (See example image below.)
Example
For Admin Users
Follow the four steps below to print or export a schedule.
Step 1 - Open the Enrollees Table
Go to the Enrollees Table in the left menu). Stay on the default "Enrollments" tab.
Step 2 - Choose Columns
Click the Columns button to open the column drawer. On the Show / Hide tab, choose which fields to display — use Select all or check fields individually. Be sure to include the Class column and any relevant Program options.
To change column order, switch to the Reorder tab, drag fields up or down, then click Done.
Step 3 - Filter by Enrollee
Click the Filters button, then enter the Enrollee's name in Last name, First name format (e.g., "Edwards, Jack"). Click Apply. The active filter appears as a chip, which you can remove with one click.
Step 4 - Export or Print Schedule
Check the box at the top of the table to select all enrollments for that Enrollee. The export and print icons will appear in the top-right toolbar. Click the icon for the format you want.
What the Output Looks Like
Below are examples of how the schedule appears when printed versus exported to a spreadsheet.
Tip: You can also save the spreadsheet export as a PDF.
Printed View:
Exported View:
